Are you currently:

Have you worked at any point in the last 4 years?

Yes No

Marital Status

When were you widowed:

Please select your date of Marriage/Civil Partnership:

During the last tax year (2022/2023)
did your spouse/civil partner pay tax?

Yes No

During the previous tax year (2021/2022)
did your spouse/civil partner pay tax?

Yes No

I am 17 or over

Yes No

At any time since 6th April 2019 have you paid professional memberships / union fees / subscriptions?

Yes No

Only select yes if you pay to a professional organisation which you must have membership of to do your job or is helpful in your work. Eg Nurses paying to the NMC. Do not select yes for your subscription to Railway Modeller magazine etc.

Advice

Only select yes if you pay to a professional organisation which you must have membership of to do your job or is helpful in your work. Eg Nurses paying to the NMC. Do not select yes for your subscription to Railway Modeller magazine etc.

At any time since 6th April 2019 have you been
required to wear a uniform, protective clothing or
workwear displaying your company's logo?

Yes No

Your new Reebok hoodie doesn't count.

Advice

Your new Reebok hoodie doesn't count.

At any time since 6th April 2019 has your job
required you to work from home or have you been
forced to work from home due to the coronavirus
pandemic (and were NOT furloughed)?

Yes No

Only select yes if you were forced to do so due to the coronavirus pandemic (and were NOT furloughed) or you were contractually obliged to do this as there was no office anywhere else in the country.

Advice

Only select yes if you were contractually obliged to do this as there was no office anywhere else in the country. Do not select yes if you just fancied doing it one day, you were off sick and carried on working from home anyway, you had no clean shirts, your kids were off sick or you always take Fridays off because traffic is bad.

At any time since 6th April 2019 have you had a company car?

Yes No

At any point since 6th April 2019, have you used
your own vehicle for business mileage?
(This does not include travel to and from your
usual place of work).

Yes No

This is for business mileage only, it does not include travelling to and from your usual place of work, dropping your kids off at school on the way or those extra journeys because they’ve forgotten their swimming kit / football boots / cookery ingredients or French Horn.

Advice

This is for business mileage only, it does not include travelling to and from your usual place of work, dropping your kids off at school on the way or those extra journeys because they’ve forgotten their swimming kit / football boots / cookery ingredients or French Horn.

At any time since 6th April 2019 have you been
issued a P11D form by your employer?

It looks like THIS and you should have received one if you had some sort of company benefit eg company car, health insurance etc.

Yes No

At any point since the 6th April 2019 have you paid
tax in the UK?

Yes No

Have you been continuously employed since
6th April 2019?

Yes No

At any point since 6th April 2019, has your income been over £46,350 per year?

Yes No

At any time since 6th April 2019
have you received self-employed income?

Yes No

Are you required to submit an annual tax return or
self assessment other than for High Income Child
Benefit Charge?

Yes No

At any time since 6th April 2019 have you received
other income or benefits in addition to your MAIN
employed income? (NOT including any tax credits eg
child tax credit, working tax credit, child benefit).

Yes No

For example, select yes if you receive rental income, bank interest or dividends etc. Do not select yes if you receive any tax credits, child benefit or once found a fiver outside your local chippy.

Advice

For example, select yes if you receive rental income, bank interest or dividends etc. Do not select yes if you receive any tax credits, child benefit or once found a fiver outside your local chippy.

Since 6th April 2019 have you received any PPI refunds?

Yes No

Great, let’s get started.

You are just a few questions away from finding out how much money we could get back for you.